Tax and Accounting Assistant
Company: Cash Tracks Financial Inc
Location: Lamar
Posted on: May 16, 2022
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Job Description:
Job Description There are no words or units of measurement in
existence that can accurately describe the importance of this
position inside of our firm. Our success is determined by the
assistant---s ability to create amazing client experiences whenever
someone interacts with our firm. The Assistant is the primary point
of contact for client---s tax & financial needs or questions. They
collaborate with the firm owner, to help generate deliverables for
the client. They are the very embodiment of the firm as they
represent the organization to our clients. Our Assistant does
whatever is necessary to help our clients successfully achieve
their personal and financial goals. Primary Duties: --- Providing
Amazing Tax and Accounting experiences to our clients. ---
Interacting with our clients at every level of our process and
turning them in RAVING FANS --- Providing support for our clients
through phone, email, and in-person meetings. --- Providing timely,
accurate, and valuable deliverables to clients throughout the year
--- Managing & being accountable for preparation of tax reporting
documents for clients --- Assistant works closely and reports
directly to Firm Management Mandatory Performance: 1. Completing
tax entry work in an accurate and timely manner to limit mistakes
and decrease turnaround time during tax season. 2. Delivering
excellent client experiences: being patient, empathetic, accurate,
compassionate, responsive, resourceful, and conscientious. 3. Being
thoughtful and accountable to limit firm management---s need to get
involved in work the Assistant is responsible for. 4. Focusing on
helping clients achieve success financially in addition to helping
them stay compliant. 5. Working with firm management to help reach
our goals Compensation: $21 - $25 an hour with 35 hours per week.
Company Description Cash Tracks Financial, Inc. is a full-service
financial, tax, life insurance, investment, and payroll services
firm serving individual and business clients. We specialize in
small businesses, rentals, truck drivers, farms, and payroll
services. Our mission is to help clients maintain financial
viability in the present, while taking a proactive approach to
achieve future goals. This requires open communication to reach an
understanding of our clients--- needs through research and sound
analysis. Cash Tracks Financial, Inc. is dedicated to meeting these
goals with high standards of excellence and professionalism. We
have been a staple of Lamar---s business community for years, and
pride ourselves on the level of esteem we have earned.
Keywords: Cash Tracks Financial Inc, Pueblo , Tax and Accounting Assistant, Accounting, Auditing , Lamar, Colorado
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